The Mack Podcast

Josh Rosenthal, PhD, an entrepreneur, investor, and family office principal, joins Brian C. Adams to discuss how AI and blockchain are changing how families invest and build businesses. Josh explains what AI agents can do in trading, how prediction markets might help investors hedge specific risks, and what tokenization could mean for access to private markets. Drawing on his own family office, Jo...

In this second conversation on The Prosperity Paradox series, Brian Adams is joined again by Taylor Adams and Connor Boyack to explore how families can intentionally build systems that prioritize human capital development alongside financial wealth. They discuss the importance of creating a family operating system rooted in shared principles, practical frameworks, and real-world experiences. From...

In this special crossover episode of The Mack Podcast and the Declarations Podcast, Brian Adams and Todd Rich, Co-Founder and Partner at Declaration Partners, come together for a wide-ranging conversation on the family office landscape. They explore the transition from wealth creation to multigenerational stewardship, the changing role of family office leadership, and emerging trends in private ca...

As private companies stay private longer and secondary markets continue to expand, family offices have new opportunities to access sought-after investments, but also face greater complexity in evaluating and managing them. Brian C. Adams is joined by Bob Blair, Hendrik Jordaan, and Tobias Heaslip to explore the evolving private secondary market, from deal sourcing and SPV structures to due diligen...

Brian Adams is joined by Adam Chin, Managing Partner at International Art Finance, to explore the growing market for art-backed lending and how family offices and collectors can unlock liquidity from their fine art collections. They discuss the differences between traditional bank financing and specialized lenders, valuation and collateral considerations, and the evolving role of art as an investa...

How can families bring greater discipline and oversight to their commercial real estate portfolios? Brian Adams is joined by Richard Leider, Pete Stone, and Lex Wieneke of Trinity Real Estate to discuss the outsourced real estate CIO model, including portfolio strategy, risk management, asset performance, and succession planning. The conversation explores how institutional expertise can help famil...

Wealth can create extraordinary opportunities, but it can also remove the challenges that help develop purpose, motivation, and independence. In this episode of The Mack Podcast, Brian C. Adams is joined by Connor Boyack and Taylor Adams to explore The Prosperity Paradox, the distinction between financial and human capital, and how traditional approaches to wealth preservation can unintentionally...

In this panel discussion, Brian C. Adams is joined by Sutton Fannon of Glen Rock Strategic Partners and Stephen Pharr of Old Harbor Partners to discuss the infrastructure, talent, governance, and economics behind successful direct investing. They explore deal sourcing, investment discipline, portfolio oversight, and the long-term commitment required to establish and sustain a direct investment str...

As family offices and prominent families become more visible, managing reputation requires thoughtful planning long before a crisis occurs. Brian Adams is joined by Crayton Webb, Owner and CEO of Sunwest Communications, to discuss reputation management, crisis communications, and public affairs. The conversation explores political and philanthropic giving, social media exposure, preparing the next...

As family offices expand their direct investments, operating responsibilities, and governance structures, executives face a broader range of personal and professional risks. In this episode of The Mack Podcast, Brian Adams is joined by Jeff Avery, Santosh Keni, and Debo Adesina to discuss executive risk, fiduciary responsibilities, insurance coverage, cybersecurity, and reputational exposure. The...

As family offices explore the potential of artificial intelligence, protecting sensitive information and maintaining control over data remain critical considerations. In this episode of The Mack Podcast, Brian C. Adams sits down with Steven Walchek, Founder and CEO of Liminal, to discuss the risks associated with public AI tools, the rise of shadow AI, and the importance of data privacy and govern...

In this episode of The Mack Podcast, Brian C. Adams is joined by Brad Harrison, Founder and Managing Partner of Scout Ventures, and Guy Filippelli, Managing Partner of Squadra Ventures, to discuss the growing interest in aerospace and defense investing among family offices. They explore emerging investment opportunities across defense technology, the changing government procurement landscape and t...

In this episode of The Mack Podcast, Brian C. Adams sits down with John Samuels, founder of Wellworth, to discuss why healthcare is becoming a more important part of the family office conversation. John shares how families can take a more proactive approach to managing physical and mental health, why access alone does not always lead to better care, and the value of having a coordinated team to na...

In the first episode of a six-part series on the future-ready family office, Brian C. Adams is joined by Catherine Fankhauser and Brock Griffiths of EY to explore how family offices are preparing for what comes next. They discuss how family offices are adapting to greater complexity, changing expectations across generations, and the need for more intentional operating models. The conversation cove...

John Bowman, CEO of CAIA Association, joins Brian C. Adams to discuss the structural forces reshaping global investing. They explore the growing influence of geopolitics on capital allocation, the convergence of public and private markets, and how AI and other major shifts are changing portfolio construction and the skills investment professionals need to succeed. To learn more about Mack Internat...

In this panel discussion, Brian C. Adams is joined by Paul Rowsey and Brian Kirimdar to explore the growing role of club deals within family office investing. They discuss what makes these structures work—from sourcing and sponsor selection to governance, due diligence, alignment of interests, and downside planning—as well as the role relationships and trust play in bringing the right families and...

In this episode of The Mack Podcast, Brian C. Adams speaks with Alex Lin, founder of SumIt, about the changing family office technology landscape. They discuss how families can evaluate their technology needs, avoid overcomplicating their tech stack, and choose partners that can support increasingly complex operations as AI and new software continue to reshape the industry. To learn more about Mac...

As families become more global and mobile, jurisdictional diversification is becoming an increasingly important part of wealth, investment and family office planning. In this episode, Brian C. Adams is joined by Lisa Cornwell, Norman Lowe and Mohsen Ghazi for a global discussion on how families can evaluate where they live, hold assets and structure their affairs. The conversation covers tax and l...

In this episode of The Mack Podcast, Brian Adams sits down with Tim Brown, co-founder of Somos22 and Fortaleza, for a conversation about trust, connection, and decision-making within the family office community. Tim shares the story behind the communities and explores why trusted peer relationships can be so valuable for family office leaders navigating complex responsibilities. Brian and Tim disc...

Brian Adams is joined by Hunter Guice, Hendrik Jordaan, and Will Chuchawat for a conversation on building and structuring a family office direct investment program. They discuss defining the investment strategy, attracting and retaining top talent, structuring compensation and carry, establishing governance, and aligning incentives with a family’s long-term objectives. To learn more about Mack Int...

Brian Adams is joined by Judy Lin Walsh, Partner at BanyanGlobal, to discuss how families can assess whether their family office is still serving its intended purpose. They explore next-generation engagement, governance, leadership, and the importance of regularly evaluating how the family office should adapt as the family grows and changes. To learn more about Mack International, please visit www...

For family offices navigating an increasingly interconnected world, diversification is no longer limited to asset classes or investment strategies. Families are also considering where they live, invest, hold assets, establish residency, and build the infrastructure needed to support future generations. In this panel discussion, Brian C. Adams is joined by a panel of experts to explore the growing...

In this episode of The Mack Podcast, Brian sits down with Andrew Beardsley, founder of Colorado Estate Management, to discuss how estate management is changing as ultra-high-net-worth families navigate increasingly complex properties, staffing needs, and lifestyles. Andrew shares his path from private chef to director of residences and explains why fractional estate management is emerging as an al...

In this panel episode of The Mack Podcast, Brian C. Adams is joined by Vadym Doroshenko and Giuliano Celle for a conversation on how family offices should approach currency exposure across their portfolios and broader financial lives. They discuss why FX should be viewed as more than a standalone asset class, how currency risk can appear across investments, operating businesses, liabilities, and j...

Personal protection dogs are becoming a growing consideration for families looking to add another layer to their security strategy. But selecting and training the right dog requires far more than simply choosing a breed known for protection. In this episode of The Mack Podcast, Brian C. Adams sits down with Alex Collier, a professional canine search and rescue handler and founder of Trail Dogs, to...